CLA (CliftonLarsonAllen) Wealth Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-18,188	Closed	-$407K	–	203
2025 Q1	$407K	Hold	18,188	–	–	0.01%	176
2024 Q4	$409K	Hold	18,188	–	–	0.01%	171
2024 Q3	$408K	Hold	18,188	–	–	0.01%	171
2024 Q2	$406K	Hold	18,188	–	–	0.01%	171
2024 Q1	$402K	Hold	18,188	–	–	0.01%	168
2023 Q4	$399K	Hold	18,188	–	–	0.01%	171
2023 Q3	$403K	Sell	18,188 -10,188	-36%	-$226K	0.01%	164
2023 Q2	$628K	Sell	28,376 -11,226	-28%	-$245K	0.02%	147
2023 Q1	$862K	Sell	39,602 -711,746	-95%	-$15.6M	0.03%	141
2022 Q4	$16.3M	Buy	751,348 +631,486	+527%	+$14.3M	0.61%	38
2022 Q3	$2.73M	Sell	119,862 -31,048	-21%	-$712K	0.34%	31
2022 Q2	$3.44M	Buy	150,910 +48,430	+47%	+$1.12M	0.14%	67
2022 Q1	$2.38M	Sell	102,480 -86,844	-46%	-$2.02M	0.09%	96
2021 Q4	$4.42M	Buy	+189,324	New	+$4.43M	0.16%	66
2019 Q1	–	Sell	-322,724	Closed	-$7.63M	–	111
2018 Q4	$7.63M	Buy	322,724 +289,416	+869%	+$6.9M	0.76%	31
2018 Q3	$799K	Buy	+33,308	New	+$799K	0.07%	95
2017 Q1	–	Sell	-33,554	Closed	-$810K	–	132
2016 Q4	$810K	Buy	+33,554	New	+$805K	0.09%	99

Other funds holding AGZD